Portfolio Management Specialist

2 weeks ago

Springfield, Illinois, United States MassMutual Full time

The Opportunity

We're seeking a skilled and ambitious Portfolio Management Specialist to drive growth and innovation in our wealth management organization. As a key member of our team, you'll be responsible for marshaling resources across the organization, interfacing with our broader Wealth Management team, and implementing best practices of portfolio management.

The Team

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt, and solve problems. We welcome debate, innovation, and better ways of thinking, and we're incentivized to solve investment problems and connect to the purpose of using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact

  • Helping create efficiencies and scale for an organization with meaningful growth potential
  • Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationships
  • Monitoring client's investment portfolios to ensure alignment with investor's objectives as well as market conditions and outlook
  • Staying up-to-date with MMLIS product offerings as well as relevant investment and trading news, and economic trends
  • Collaborating with the broader investment organization designed around solving real client problems
  • Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions

The Minimum Qualifications

  • Bachelor's degree
  • 2+ years operational or service experience in the financial services industry
  • Series 66 and Series 7 at time of application or must obtain within 180 days of hire

The Ideal Qualifications

  • 2+ years wealth management and/or client portfolio management experience
  • CFA, or progress towards becoming a CFA Charterholder or other industry designations
  • Series 66 and/or Series 7 at time of application
  • Exceptional analytical, problem-solving, and communication skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Advice & Client Solutions team
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
  • Access to learning content on Degreed and other informational platforms
  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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